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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

928 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 354 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.97%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.07%
New
162
Increased
354
Reduced
365
Closed
73
Calls
$4.55M
Puts
–
Net Calls
+$4.55M
Net Calls Change
-$8.22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.82B
2
Bank of America
Bank of America
North Carolina
$1.16B
3
Charles Schwab
Charles Schwab
California
$298M
4
LPL Financial
LPL Financial
California
$464M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$417M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$223K
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
$79.8M
3
AWS
AJ Wealth Strategies
New York
$6.99M
4
AssetMark Inc
AssetMark Inc
California
$75M
5
TW
Transform Wealth
Colorado
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
876
National Bank of Canada
Quebec, Canada
$51.3K – – –
IAIM
877
Industrial Alliance Investment Management
Quebec, Canada
$50K +$50K +996 New
SWA
878
SOA Wealth Advisors
New York
$47.3K – – –
RCM
879
Raleigh Capital Management
North Carolina
$45.2K -$176K -3,518 -80%
SFA
880
Semmax Financial Advisors
North Carolina
$45K – – –
HDIM
881
Hanson & Doremus Investment Management
Vermont
$44K – – –
MFA
882
McClarren Financial Advisors
Pennsylvania
$41K +$41K +824 New
SIS
883
Sound Income Strategies
Florida
$39.5K -$43.6K -870 -52%
TLA
884
Tanglewood Legacy Advisors
Texas
$38.9K +$38.9K +775 New
PCM
885
Perritt Capital Management
Illinois
$35.1K +$35.1K +700 New
BlackRock
886
BlackRock
New York
$34.5K +$34.4K +687 +68,700%
MIM
887
Macroview Investment Management
Maryland
$34.3K – – –
CAS
888
Coppell Advisory Solutions
Texas
$32.1K +$32.1K +640 New
CASC
889
Coppell Advisory Solutions Corp
Texas
$32.1K +$32.1K +640 New
PFC
890
Phocas Financial Corp
California
$31.3K +$31.3K +625 New
TIM
891
Tortoise Investment Management
New York
$30.4K -$66.7K -1,330 -69%
USCWA
892
U.S. Capital Wealth Advisors
Texas
$30.1K +$30.1K +600 New
BTI
893
Blue Trust Inc
Georgia
$30K +$27.4K +542 +1,042%
WAM
894
Worth Asset Management
Texas
$29.6K – – –
FA
895
Fiduciary Alliance
South Carolina
$29.2K +$29.2K +583 New
RWPA
896
Richard W. Paul & Associates
Michigan
$28.4K +$28.4K +567 New
CHC
897
City Holding Co
West Virginia
$28.3K -$82.7K -1,650 -75%
GTAM
898
Global Trust Asset Management
Florida
$26.7K – – –
RG
899
Retirement Group
California
$26K – – –
JIR
900
James Investment Research
Ohio
$25K +$25K +500 New
34 35
36
37 38